Fullcircle Wealth LLC First Tr Pfd Secs & Income ETF Transaction History
Fullcircle Wealth LLC
- $204 Billion
- Q2 2024
A detailed history of Fullcircle Wealth LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 75,943 shares of FPE stock, worth $1.37 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
75,943Holding current value
$1.37 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding FPE
# of Institutions
430Shares Held
189MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$848 Million0.06% of portfolio
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Royal Bank Of Canada Toronto, A616.4MShares$295 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA11.7MShares$210 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$195 Million0.1% of portfolio
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Ubs Group Ag10.7MShares$193 Million0.05% of portfolio